DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

One Wealth Map, LLC

Independent wealth managerLas Vegas, NevadaCRD 171750SEC 801-114697website IAPD

Latest filing Aug 10, 2026

First filing on the tape Aug 11, 2014 · 61 filings

SEC status approved since Feb 12, 2019

RAUM

$287M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$287M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$47.9M

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

61 filings and snapshots on the tape

RAUM$287M as of Aug 10, 2026

Jan 29, 2020$151M then

HNW client RAUM$224M as of Aug 10, 2026

Jan 29, 2020$151M then

State-registered IARs (5.B.3)5 as of Aug 10, 2026

Jan 29, 20205 then

Employees (5.A)9 as of Aug 10, 2026

Jan 29, 20205 then

Private funds: no history

RAUM -74% over the last fiscal year+25% a year over threeIARs 6 to 5offices 5 to 8

Practice profile

derived from the filing of Aug 10, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent

RAUM per advisor: $47.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 37derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.2MderivedHNW RAUM over HNW clients
Average account: $308,416derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 0.7derived9 offices incl. principal (1.F.5)
RAUM growth, one year: -74%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: -25%derived
Compensation: percentage of assets, hourly, fixed fees, subscription, commissions, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
Wrap fee program: participatesreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$224M78%
Individuals$63.5M22%

Individual clients: 153reported
HNW clients: 70reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 932reported
Financial planning clients: 101-250reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourly, commissionsreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

6 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Kenneth None Himmler	Las Vegas, Nv	Aug 27, 2014	41 y	2
Christopher M WurstCertified Financial Planner	Rock Springs, Wy	Mar 5, 2025	11 y	2
Andrew Joseph Kathol	Omaha, Ne	Apr 14, 2025	23 y	5
John E Quinones	Gallatin, Tn	Jul 7, 2025	19 y	0
Patrick J Weber	Sebastian, Fl	Jan 22, 2026	27 y	6
Julia Ponce	Sarasota, Fl	Feb 2, 2026	11 y	0

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Amanda Elise Devilbiss Fuller to Impact Partnership Wealth, LLC
Jan 17, 2025 · RIA to RIA
Paolo Gabrielli Kipping Torres to Cambridge Investment Research Advisors, Inc.
Dec 16, 2022 · RIA to affiliated broker-dealer or bank
Roger Alan Nicholls to Investment Advisor Group
Oct 8, 2021 · RIA to RIA
Denise L Heimel to Morgan Stanley
Jul 20, 2021 · RIA to wirehouse
Kofi Sakyi to J.P. Morgan Securities LLC
Jul 12, 2021 · RIA to wirehouse
J Todd Keffury to Cadenza Financial Planning
Mar 29, 2021 · RIA to a state-registered adviser
Brian Kubis to Cwm, LLC
Oct 9, 2020 · RIA to affiliated broker-dealer or bank
Jordan Bradford Peterson to Skyoak Wealth
May 15, 2019 · RIA to RIA
Kevin Dauphinee to Eagle Strategies LLC
Apr 14, 2016 · Other
Marianne Rice Reeves to Cetera Advisors LLC
Sep 26, 2015 · Other
Lynne Ann Witmer to Meridian Wealth Management, LLC
Jan 22, 2015 · Other

Joined, latest

Patrick J Weber from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jan 22, 2026 · Wirehouse to independent RIA
Andrew Joseph Kathol from Advisor Share Wealth Management, LLC
Apr 14, 2025 · RIA to RIA
Christopher M Wurst from Rubinbrown Advisors LLC
Mar 5, 2025 · RIA to RIA
Denise L Heimel from Charles Schwab & Co., Inc.
Jun 9, 2021 · Affiliated broker-dealer or bank to independent RIA
Kofi Sakyi from Td Ameritrade, Inc.
Jun 9, 2021 · Other
Roger Alan Nicholls from Arbor Point Advisors
May 26, 2021 · Affiliated broker-dealer or bank to independent RIA
Paolo Gabrielli Kipping Torres from Ameriprise Financial Services, LLC
Jan 26, 2021 · Affiliated broker-dealer or bank to independent RIA
Amanda Elise Devilbiss Fuller from Voya Financial Advisors, Inc.
May 30, 2019 · Affiliated broker-dealer or bank to independent RIA
Jordan Bradford Peterson from Edward Jones
Nov 7, 2018 · Other
J Todd Keffury from UBS Financial Services Inc.
Oct 22, 2018 · Other
Marianne Rice Reeves from Investors Capital Advisory
Aug 25, 2015 · Other
Kevin Dauphinee from Cathay Consultants Ltd.
Aug 25, 2015 · Other
Lynne Ann Witmer from Southport Capital
Jan 5, 2015 · Other
Kenneth None Himmler from Integrated Asset Management, LLC
Aug 27, 2014 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Jennings Jason Burrell · President And Ccocontrol
since 05/2024 · owns less than 5%
Elise Amanda Devilbiss Fuller · Director Of Financial Planningcontrol
since 05/2024 · owns less than 5%
Kenneth Himmler · Chief Executive Officercontrol
since 01/2016 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Las Vegas, Nv · principal	4	0	0

Offices

Schedule D 1.F, the 25 largest

Chandler, AZ1 employees
Savannah, GA1 employees

ADV anomalies

4 against comparable advisers; where to look, not conclusions

RAUM down advisors stableCombination · filing Mar 11, 2026
RAUM fell 25 percent or more while the advisor count stayed within 5 percent: assets left without people leaving (a large client or institutional mandate, a fee change, or a reporting change). RAUM $1,101,210,000 to $287,443,464, advisors 6 to 6, private clients 299 to 223, offices 5 to 8 (2025-02-19 to 2026-03-11)
peers: independent wealth managers, $100M to $500M (5,676)
discretionary share shiftChange between filings · filing Mar 11, 2026
discretionary share of RAUM moved from 22.0% to 100.0% between the annual amendments of 2025-02-19 and 2026-03-11
peers: independent wealth managers, $100M to $500M (5,676)
office count surgeChange between filings · filing Mar 11, 2026
offices other than the principal office (Item 1.F.5) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-02-19 and 2026-03-11; the peer median change was 0.0% (450 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (450) · 97% percentile
RAUM down 50 %Change between filings · filing Mar 11, 2026
RAUM (Item 5.F) moved from $1,101,210,000 to $287,443,464 (-74.0%) between the annual amendments of 2025-02-19 and 2026-03-11; the peer median change was +15.0% (4551 comparable advisers, 0.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,551) · 0.2% percentile

Data quality: RAUM $198,430,876 then $1,101,210,000 then $287,443,464 on consecutive annual amendments (2025-02-19, 2026-03-11); the middle value is likely a filing error

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 6 to 5
Mar 11, 2026 to May 14, 2026
Employees · 10 to 9
Mar 11, 2026 to May 14, 2026
State-registered IARs · 6 to 5
Mar 11, 2026 to May 14, 2026
Accounts · 1,314 to 932
Nov 20, 2025 to Mar 11, 2026
Advisory employees · 5 to 6
Nov 20, 2025 to Mar 11, 2026
HNW clients · 62 to 70
Nov 20, 2025 to Mar 11, 2026
Individual clients · 237 to 153
Nov 20, 2025 to Mar 11, 2026
State-registered IARs · 5 to 6
Nov 20, 2025 to Mar 11, 2026
Discretionary RAUM · $239M to $287M
Nov 20, 2025 to Mar 11, 2026
HNW RAUM · $881M to $224M
Nov 20, 2025 to Mar 11, 2026
Individual RAUM · $220M to $63.5M
Nov 20, 2025 to Mar 11, 2026
Non-discretionary RAUM · $862M to $0
Nov 20, 2025 to Mar 11, 2026
RAUM · $1.1B to $287M
Nov 20, 2025 to Mar 11, 2026
Wrap assets (manager) · unset to 0.0
Nov 20, 2025 to Mar 11, 2026
Wrap assets (sponsor) · unset to 0.0
Nov 20, 2025 to Mar 11, 2026
Other offices · 7 to 8
Jul 18, 2025 to Nov 20, 2025
Advisory employees · 6 to 5
Feb 19, 2025 to Jul 18, 2025
Employees · 13 to 10
Feb 19, 2025 to Jul 18, 2025
Financial planning clients · 101-250 to 101-250
Feb 19, 2025 to Jul 18, 2025
State-registered IARs · 6 to 5
Feb 19, 2025 to Jul 18, 2025
Other offices · 5 to 7
Feb 19, 2025 to Jul 18, 2025
Advisory employees · 5 to 6
Jan 16, 2025 to Feb 19, 2025
Employees · 5 to 13
Jan 16, 2025 to Feb 19, 2025
Insurance-licensed employees · 1 to 0
Jan 16, 2025 to Feb 19, 2025
State-registered IARs · 5 to 6
Jan 16, 2025 to Feb 19, 2025
Other offices · 4 to 5
Jan 16, 2025 to Feb 19, 2025
Accounts · 555 to 1,314
Dec 16, 2024 to Jan 16, 2025
Advisory employees · 4 to 5
Dec 16, 2024 to Jan 16, 2025
HNW clients · 60 to 62
Dec 16, 2024 to Jan 16, 2025
Individual clients · 90 to 237
Dec 16, 2024 to Jan 16, 2025
Commission compensation · false to true
Dec 16, 2024 to Jan 16, 2025
Employees · 4 to 5
Dec 16, 2024 to Jan 16, 2025
Insurance-licensed employees · 0 to 1
Dec 16, 2024 to Jan 16, 2025
State-registered IARs · 4 to 5
Dec 16, 2024 to Jan 16, 2025
Legal name · H&H RETIREMENT DESIGN AND MANAGEMENT INC to ONE WEALTH MAP, LLC
Dec 16, 2024 to Jan 16, 2025
Other offices · 2 to 4
Dec 16, 2024 to Jan 16, 2025
Discretionary RAUM · $197M to $239M
Dec 16, 2024 to Jan 16, 2025
HNW RAUM · $196M to $881M
Dec 16, 2024 to Jan 16, 2025
Individual RAUM · $34.3M to $220M
Dec 16, 2024 to Jan 16, 2025
Non-discretionary RAUM · $32.9M to $862M
Dec 16, 2024 to Jan 16, 2025

Signals

7 dated events

One Wealth Map, Llc reported RAUM $287.4M, down 74% from $1.1B (2025-11-20 to 2026-03-11)
Mar 11, 2026 · RAUM change · derived
Amanda Elise Devilbiss Fuller left One Wealth Map, Llc for Impact Partnership Wealth, Llc (registered 2026-01-30)
Jan 17, 2025 · Advisor changed firm · fact
One Wealth Map, Llc reported RAUM $1.1B, up 379% from $230.0M (2024-12-16 to 2025-01-16)
Jan 16, 2025 · RAUM change · derived
Jennings Jason Burrell (President) appeared on Schedule A of One Wealth Map, Llc
May 28, 2024 · Control person joined · fact
Elise Amanda Devilbiss Fuller (Cco) appeared on Schedule A of One Wealth Map, Llc
May 28, 2024 · Control person joined · fact
Paolo Gabrielli Kipping Torres left One Wealth Map, Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-02-22)
Dec 16, 2022 · Advisor changed firm · fact
Anderson Wealth Management, Llc filed its initial SEC registration (Form ADV)
Aug 11, 2014 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/onewealthmapreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/wiser-wealth-academyreportedpublic record, Form ADV, Sep 17, 2026
Website: WISERWEALTH.FINANCIALreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 702-470-2660reportedpublic record, Form ADV, Aug 10, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $47.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026